HIW
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Holos Integrated Wealth’s Lumen LUMN Stock Holding History

Holos Integrated Wealth’s Portfolio LUMN Stock Details LUMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.44K Hold
379
– – ﹤0.01% 336
2026
Q1 		$2.58K Hold
379
– – ﹤0.01% 332
2025
Q4 		$2.92K Hold
379
– – ﹤0.01% 259
2025
Q3 		$2.49K Sell
379
-6
-2% -$29 ﹤0.01% 262
2025
Q2 		$1.45K Hold
385
– – ﹤0.01% 274
2025
Q1 		$1.51K Hold
385
– – ﹤0.01% 277
2024
Q4 		$2.04K Buy
+385
New +$2.66K ﹤0.01% 275

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Holos Integrated Wealth's LUMN Position: Q2 2026 in Review

Holos Integrated Wealth held its Lumen (LUMN) position steady in Q2 2026 at 379 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Holos Integrated Wealth first reported a position in LUMN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.92K in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Holos Integrated Wealth held 379 shares of Lumen worth $2.44K as of Q2 2026.
  • Holos Integrated Wealth left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #336 holding.
  • Holos Integrated Wealth first reported a position in Lumen in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Lumen position peaked at $2.92K in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.